MONATSTHEMA: GLOBALE QUALITY TOP STRATEGIEN – WIE WIR DURCH DIE ROTATION NAVIGIEREN
Derzeit stehen makroökonomische Entwicklungen - eine nachhaltig höhere Inflation und steigende Zinsen – verstärkt im Fokus der Anleger, was für Quality-Anlagen nicht ideal ist. Gerade in Phasen wie diesen ist es für Anleger wichtig zu verstehen, wie und warum aktive Manager Gelder so verwalten, wie sie es tun und sich zu vergewissern, dass sie ihrer Anlagephilosophie treu bleiben. Um sie darin zu unterstützen, präsentieren wir die Ergebnisse einer faktorbasierten Risiko-Attribution der Global Top Strategien. Diese zeigen ein im Zeitablauf konsistentes Profil, welches auf einem klaren Verständnis für Quality gründet. Unabhängig von den makroökonomischen Bedingungen sind wir der Überzeugung, dass es möglich ist, Unternehmen zu identifizieren, die aufgrund ihrer Quality-Merkmale und der daraus resultierenden Flexibilität in der Lage sind, auf Herausforderungen angemessen zu reagieren und nachhaltig Mehrwert zu erzielen.
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04/13/2022
Hérens Quality Asset Management AG
CORPORATE EXCELLENCE INSIGHTS MÄRZ 2022
